Oakworth Capital Bank

Oakworth Capital Bank

金融服务

Birmingham,Alabama 7,226 位关注者

People. Service. Easy.

关于我们

In addition to our many, many years of experience, our founders all had something in common: we felt as if we had seen banking change -- for the worse. We shared the conviction that what we do could be done better by returning to some of the age-old practices that had been lost, and also by offering a new, more streamlined set of services. We believed banking could simply be done smarter. The essential practice of building a deeply bonded relationship between financial advisor and client - a relationship that was common a century or so ago - has been lost. Banks have evolved to a point at which they spend much of their money and time on less important things - not the things we at Oakworth believe to be so vital. So we have re-thought banking - from the way transactions are handled, to how deeply we know our clients, to the technology we employ to serve them. Oakworth Capital Bank -- Redefining Financial Services Member FDIC. Equal Housing Lender.

网站
https://www.oakworth.com
所属行业
金融服务
规模
51-200 人
总部
Birmingham,Alabama
类型
私人持股
创立
2008
领域
Commercial Banking、Wealth Management、Private Banking、Fiduciary & Trust Services和Advisory Services

地点

  • 主要

    850 Shades Creek Parkway

    US,Alabama,Birmingham,35209

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  • 1 St. Louis Street

    Suite 3200

    US,Alabama,Mobile,36602

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  • 5511 Virginia Way

    Suite 110

    US,TN,Brentwood,37027

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  • 6000 Fairview Rd

    Suite 125

    US,North Carolina,Charlotte,28210

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Oakworth Capital Bank员工

动态

  • 查看Oakworth Capital Bank的公司主页,图片

    7,226 位关注者

    Are Natural Disasters Only Economic? Read more from Oakworth in the Charlotte Business Journal >>>> https://lnkd.in/d6k72MN2 Oakworth’s Chief Economist John Norris discusses how natural disasters leave more than just broken buildings and financial loss. Sure, the financial implications are huge, but not as big as it is for the people who lost everything. Read more to see why recovery is more than just rebuilding lost material possessions.

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    7,226 位关注者

    ?? ECONOMIC OUTLOOK WEBINAR End-of-Year Crystal Ball & Preparing for 2025 ??? Thursday, Oct 17, 2024 ?? 9 AM CST / 10 AM EST Join the Oakworth Investment Committee for insights on year-end takeaways 2024 and predictions into 2025 in our 45-minute webinar. This event is hosted by our Investment Committee, featuring panel participants John Norris, Chief Economist; David McGrath, Chief Equity Strategist; and Samuel Clement, Associate Managing Director, Wealth Management. We'll explore critical questions about the Federal Reserve, inflation, the stock market, and the impact of upcoming elections. This webinar also offers a unique opportunity for live engagement with our experts through a Q&A session. Don't miss this chance to gain valuable insights from our seasoned panel. Hope you'll join us. Register here for access: https://lnkd.in/gc4C5Dsg

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    7,226 位关注者

    ?? Proud to sponsor the inaugural Wildflower Celebration for Girls on the Run Union County! This nonprofit organization is on a mission to "inspire participants to recognize their inner strength, increase their level of physical activity, imagine their possibilities, and confidently stand up for themselves and others." Central Carolinas Associate Laura J. Snead, CRPC was a board member for 7 years and a board chair for 5 of those years. In 2023, she parted ways to make way for new leadership. She notes, "It is always wonderful to see the impact of celebrating the girls as vibrant wildflowers blooming with potential."? We love interacting with the wonderful people in our community!

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    7,226 位关注者

    Despite recent reports of a resilient labor market (254k in net, new payroll jobs reported for September 2024!), skepticism around these strong jobs numbers is growing. "Basically," reported Chief Economist, John Norris, "what individuals have been reporting to the BLS has been quite different than what their employers have been stating. Workers say job growth has been relatively stagnant, and their HR departments say it has been mostly full steam ahead." Norris dives into the data in our latest Common Cents, here: https://lnkd.in/gU7n2hh5

    Why is a Strong Jobs Number Hard to Believe? | Oakworth Capital Bank

    Why is a Strong Jobs Number Hard to Believe? | Oakworth Capital Bank

    https://oakworth.com

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    7,226 位关注者

    ?? Tomorrow, October 5, is World Financial Planning Day. Financial planners play a vital role in helping individuals and families achieve their financial goals. At Oakworth, our Certified Financial Planners are dedicated to providing tailored financial strategies that empower our clients to navigate their financial journeys with confidence. Meet Our Certified Financial Planners: ? Sara Jean Veatch, CFP?, Client Advisor, Wealth Management, Central Carolinas ? Mac Frasier, CFP?, CEPA, Associate Managing Director, Director of Planning, Central Alabama ? John Hensley, CFP?, Managing Director, Wealth Management Team Lead in South Alabama ? Tyler Busby, CFP?, Director of Wealth Business Services, Central Alabama ? Cliff Nail, CFP?, Client Advisor, Wealth Management, Central Alabama ? Matt Satterfield, CFP?, Client Advisor, Wealth Management, Central Alabama Our commitment to excellence and integrity ensures that we not only meet but exceed the expectations of those we serve. On this special day, we encourage everyone to consider the importance of financial planning and to reach out to a Certified Financial Planner to start your journey toward financial well-being. Curious about our services? Learn more at https://lnkd.in/gMC5Ew8n. #WorldFinancialPlanningDay

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    7,226 位关注者

    Recently, associates from our Birmingham office hosted a bake sale to support March of Dimes, an organization dedicated to improving the health of moms and babies, advocating for policies that prevent birth defects and premature births. Our bake sale not only brought us together as a team but also allowed us to contribute to this vital cause. Thank you to everyone who participated and donated! Together, we can help ensure that every family has the opportunity for a healthy start. #MarchOfDimes

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  • 查看Oakworth Capital Bank的公司主页,图片

    7,226 位关注者

    ?? ECONOMIC OUTLOOK WEBINAR End-of-Year Crystal Ball & Preparing for 2025 ??? Thursday, Oct 17, 2024 ?? 9 AM CST / 10 AM EST Join the Oakworth Investment Committee for insights on year-end takeaways 2024 and predictions into 2025 in our 45-minute webinar. This event is hosted by our Investment Committee, featuring panel participants John Norris, Chief Economist; David McGrath, Chief Equity Strategist; and Samuel Clement, Associate Managing Director, Wealth Management. We'll explore critical questions about the Federal Reserve, inflation, the stock market, and the impact of upcoming elections. This webinar also offers a unique opportunity for live engagement with our experts through a Q&A session. Don't miss this chance to gain valuable insights from our seasoned panel. Hope you'll join us. Register here for access: https://lnkd.in/dU5V6Cce

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    7,226 位关注者

    October is Estate Planning Awareness Month. Estate planning can be complex and overwhelming, especially when you see changes looming on the horizon. Under the current Tax Cuts and Job Act of 2017, individuals can transfer up to $13.61 million (per spouse, as of 2024) tax-free through their estate. But starting January 1, 2026, that exemption is expected to be cut in half, substantially affecting estate planning and tax liabilities. It’s not too early to start thinking and preparing for this change, now. Our on-demand webinar, "Use It or Lose It: Sunset of the Estate Tax Exemption" is designed to equip you with valuable insights and strategies for protecting your legacy. Secure your family's future and optimize your estate plan. Take the first step towards peace of mind by listening to our expert panel of financial professionals, here: https://lnkd.in/g_gnAqjN #EstatePlanning #FinancialWellness #WealthManagement

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    7,226 位关注者

    Birmingham made national and global headlines after a mass shooting occurred in one of its popular entertainment districts. Chief Economist, John Norris, discusses the economic impact such an event may have on a city. "If the demand curve shifts left, bad things will happen to supply," stated Norris. "And when bad things happen to the supply of businesses in a city, bad things happen to the city itself." Read on in the latest edition of Common Cents below.

    The Perception of Crime Can Kill Business | Oakworth Capital Bank

    The Perception of Crime Can Kill Business | Oakworth Capital Bank

    https://oakworth.com

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    7,226 位关注者

    The Oakworth team enjoyed a fantastic day playing games of cornhole, filled with laughter and friendly competition! ?? Events like this strengthen our connections, boost morale, and remind us of the importance of teamwork. A huge shoutout to everyone who participated! Pictured: Jim Williams. Brooke Tucker Kline, Grace Schleckner, Dan Krell, Mary Logan Kelley, Mandy Golightly, Colby Barnett, Miranda Stasko, Melissa Taylor

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融资

Oakworth Capital Bank 共 3 轮

上一轮

债务融资

US$35,000,000.00

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